The Instruments

BH Wealth offers a symphony of individual and Business Insurance solutions.

Wealth Transfer Planning

Policy Evaluation Program

Let our experts review your insurance policies.

  • Trust funding with life insurance
  • Generation skipping and dynasty trusts
  • Long term care (LTC) riders on trust-owned policies
  • Planning for international clients, including foreign nationals
  • Special needs and discretionary trusts
  • Spousal lifetime access trusts (SLATs)
  • Use of grantor retained annuity trusts (GRATs) and sales to grantor trusts

Business Planning

Business Succession Review

Let our experts review your business succession insurance policies. 

  • Entity, cross purchase trustee or insurance LLC
  • Business valuations (provided by outside organizations)
  • Corporate split dollar
  • Executive bonus arrangements, with or without LC coverage
  • Insurance in qualified retirement plans
  • Key person insurance
  • Non-qualified deferred compensation
<p>Breaking Down the Parts of Medicare</p>

Breaking Down the Parts of Medicare

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
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<p>Long-Term-Care Needs</p>

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.
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<p>Universal Life Insurance</p>

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
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<p>Disability and Your Finances</p>

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
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Want to create Financial Harmony?

Schedule your 15 minute MoneyCapsules® conversation with Jaimie.

End Your War With Money.

Financial language jargon creates dissonance accompanied by a feeling of powerlessness, which leads to financial paralysis. Finally, the language of money is singing a new song. Jaimie Blackman, Co-Founder & President, BH Wealth.

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